KPIs & Operating Metrics(New)
Growth Metrics

Capital Southwest (CSWC) EBT Margin (2010 - 2026)

Capital Southwest's quarterly EBT Margin came in at 31.06% in Q1 2026, up 576.0% year-on-year from 4.59% in Q1 2025, and up 15.12% quarter-over-quarter from 26.98% in Q4 2025.

Capital Southwest has reported EBT Margin for 10 years, with the latest figure at 31.06% in Q1 2026.

  • For the quarter ending Q1 2026, EBT Margin rose 576.0% year-over-year to 31.06%; the trailing twelve-month figure through Mar 2026 stood at 30.15% (down 189.0% YoY), and the FY2026 full-year result was 30.15%, down 189.0% from the prior year.
  • EBT Margin for Q1 2026 stood at 31.06%, up from 26.98% in the prior quarter.
  • The five-year high for EBT Margin was 39.45% in Q1 2024, with the low at 25.29% in Q1 2025.
  • Average EBT Margin over 5 years is 33.43%, with a median of 32.78% recorded in 2022.
  • Year-over-year, EBT Margin surged 832 bps in 2022 and sank 1415 bps in 2025.
  • Tracing CSWC's EBT Margin over 5 years: stood at 32.78% in 2022, then rose by 15 bps to 37.67% in 2023, then slipped by 18 bps to 30.72% in 2024, then dropped by 12 bps to 26.98% in 2025, then increased by 15 bps to 31.06% in 2026.
  • The last three EBT Margin figures came in at 31.06% (Q1 2026), 26.98% (Q4 2025), and 31.6% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) EBT Margin (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 42.43%
2 Blackstone 92.68 Bn 91.63 Bn - 40.22%
3 Kkr 84.94 Bn 132.45 Bn - 10.72%
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 52.02%
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 5.59%
6 State Street 44.42 Bn 18.75 Bn - 25.53%
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 23.41%
8 Northern Trust 31.21 Bn 31.21 Bn - 52.23%
9 Ares Management 28.85 Bn 32.22 Bn - 22.41%
10 Capital Southwest 1.32 Bn 1.29 Bn - 31.06%

Historic Data

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DateValue
Mar 31, 2026 31.06%
Dec 31, 2025 26.98%
Sep 30, 2025 31.60%
Jun 30, 2025 31.20%
Mar 31, 2025 25.29%
Dec 31, 2024 30.72%
Sep 30, 2024 35.78%
Jun 30, 2024 36.68%
Mar 31, 2024 39.45%
Dec 31, 2023 37.67%
Sep 30, 2023 37.24%
Jun 30, 2023 37.96%
Mar 31, 2023 37.45%
Dec 31, 2022 32.78%
Sep 30, 2022 31.15%
Jun 30, 2022 31.70%
Mar 31, 2022 33.65%
Dec 31, 2021 32.19%
Sep 30, 2021 22.84%
Mar 31, 2013 -199.72%
Dec 31, 2012 59.41%
Sep 30, 2012 -8.93%
Jun 30, 2012 1.24%
Mar 31, 2012 -149.52%
Dec 31, 2011 77.97%
Sep 30, 2011 1.83%
Jun 30, 2011 1.17%
Mar 31, 2011 -136.34%
Dec 31, 2010 51.95%